Acquisition orders are orders that are linked to a project phase element. Acquisition orders can only be created for item lines and only if the element line status is Blank (entered) or 20 (printed). Furthermore, you cannot create acquisition orders for quotations, only for projects. Depending on the acquisition type, several types of acquisition orders can be created:
- Purchase orders (acq type 3). See Create purchase orders from a phase element below.
- Purchase requisitions (acq type 3). See Create purchase requisitions from a phase element below.
- Manufacturing orders (acq type 2). See Create manufacturing orders from a phase element below.
Order link
If an acquisition order already has been created for an item line, this is displayed in the Order link field on the Phase element maintenance panel. The order link displays information about the type of order that is connected to the line, the order number, order line number and order/line status. The following types of orders exist and are automatically set by the system:
| Type | Description |
|---|---|
| 1 | Sales order |
| 2 | Purchase order |
| 3 | Manufacturing order |
| 5 | Purchase requisition |
Create purchase orders from a phase element
The following describes how to create purchase orders from a phase element line. When the new order has been created, the project number (project, phase, line) will be updated in the purchase order line. Note: This is only possible for items with acquisition type 3 (purchased).
Note: Purchase orders and requisitions can also be created from the project structure. See About project structures for more information.
- Select the Work with projects menu item.
- You access Work with project orders. Select the project you want to work with and click Details.
- You access Phase maintenance. Select the phase from which you want to create acquisition orders and click Elements. (Tip: You can also access the element level of the project by clicking Level on this panel and selecting the Element level).
- You access Phase element maintenance. Select the phase element from which you want to create a purchase order and click Create acq.
- If the selected item is of acquisition type 3 (purchased), you access Purchase order/Purchase requisition. Complete the following fields:
- Purchase order
- Set this field to YES indicating that you want to create a purchase order.
- Note: The Purchase requisition field must be set to NO for this example.
- Order type
- Enter the order type to be used for the purchase order.
- Note: The Update stock on hand field must be set to YES in the Purchase order types table for the selected order type.
- Supplier
- Enter the supplier to be used in the purchase order. The default value is the main supplier of the item.
- Handler
- Enter the handler, from the Signature table, denoting the handler of the purchase order.
- You return to Phase element maintenance. The Order link field displays information about order number and type of order.
- Maintain the purchase order by selecting the line and clicking Maint acq. You will access the Purchase order maintenance panel.
- Delete the purchase order by selecting the line and clicking Cancel acq. You will access the confirmation panel where you confirm the deletion.
- Exit the routine.
Click OK to confirm the creation of the purchase order.
On this panel you have several options. You can:
Create purchase requisitions from a phase element
The following describes how to create purchase requisitions from a phase element line. When the new order has been created, the project number (project, phase, line) will be updated in the purchase requisition line.
If the requisition order is transformed to a purchase order the order link information will be changed from the requisition order number to the purchase order number. Note: This is only possible for items with acquisition type 3 (purchased).
- Select the Work with projects menu item.
- You access Work with project orders. Select the project you want to work with and click Details.
- You access Phase maintenance. Select the phase from which you want to create acquisition orders and click Elements. (Tip: You can also access the element level of the project by clicking Level on this panel and selecting the Element level).
- You access Phase element maintenance. Select the phase element from which you want to create a purchase requisition and click Create acq.
- If the selected item is of acquisition type 3 (purchased), you access Purchase order/Purchase requisition. Complete the following fields:
- Purchase requisition
- Set this field to YES indicating that you want to create a purchase requisition.
- Note: The Purchase order field must be set to NO for this example.
- Order type
- Enter the order type to be used for the purchase requisition.
- Note: The Update stock on hand field must be set to YES in the Purchase order types table for the selected order type.
- You return to Phase element maintenance. The Order link field displays information about order number and type of order.
- Maintain the purchase requisition by selecting the line and clicking Maint acq. You will access the Work with purchase requisitions panel.
- Delete the purchase requisition by selecting the line and clicking Cancel acq. You will access the confirmation panel where you confirm the deletion.
- Exit the routine.
Click OK to confirm the creation of the purchase requisition.
On this panel you have several options. You can:
Create manufacturing orders from a phase element
The following describes how to create manufacturing orders from a phase element line. When the new order has been created, the project number (project, phase, line) will be updated in the manufacturing order line.
A manufacturing order network is created if this is indicated by the manufacturing order type.
Creation of manufacturing orders is only possible in the following cases:
- The item that is connected to the element line must have acquisition type 2 (manufactured).
- A project structure (BOM/BOR) must exist for the item. If no project structure exists you will be asked to copy an item structure before the manufacturing order is created.
- The Struct handl field must be set to 1 (structure) or 2 (additional material) for the element line.
Note: Manufacturing orders can also be created for project lines that are linked to a sales order.
- Select Work with projects menu item.
- You access Work with project orders. Select the project you want to work with and click Details.
- You access Phase maintenance. Select the phase from which you want to create acquisition orders and click Elements. (Tip: You can also access the element level of the project by clicking Level on this panel and selecting the Element level).
- You access Phase element maintenance. Select the phase from which you want to create a manufacturing order and click Create acq.
- If the selected item is of acquisition type 2 (manufactured), you access Project manufacturing order. Complete the following fields:
- M-order type
- Enter an order type from the Manufacturing order type table.
- Maintain order
- Indicate if you want to maintain the created manufacturing order.
- Note: If no structure exists for the selected element, the Copy item structure field is displayed where you define if you want to copy a structure. If you set this field to YES, a copy selection panel will be displayed before the manufacturing order is created.
- You return to Phase element maintenance. The Order link field displays information about order number and type of order.
- Maintain the acquisition order by selecting the line and clicking Maint acq. You will access the Manufacturing order maintenance panel.
- Delete the manufacturing order by selecting the line and clicking Cancel acq. You will access the confirmation panel where you confirm the deletion.
- For manufacturing orders that are connected to a project element line, you can retrieve a new sales price from the Project element line maintenance panel. The Price code field on this panel denotes how the sales price is set.
Click OK to confirm the creation of the manufacturing order.
On this panel you have several options regarding the created acquisition orders. You can:
Exit the routine.